The problem with Costco Wholesale Corporation (NASDAQ: COST ) stock has been the valuation. Back in late June, I conducted an analysis and found solid fundamentals such as rebounding EPS growth and strong membership statistics. However, the P/EI'm a full-time investor with a strong focus on the tech sector. I graduated with a Bachelor of Commerce Degree with Distinction, major in Finance. I'm also a proud lifetime member of the Beta Gamma Sigma International Business Honor Society. My core values are: Excel ...

Core Insights - Costco Wholesale's recent changes to membership policies have sparked controversy among some members, but management and investors are pleased with the outcomes [10][13][15] - The global retail industry is projected to reach a $52.7 trillion addressable market by 2035, with a compound annual growth rate of 4.44% [2] - Costco's membership-driven model provides high-margin revenue, which is crucial for its competitive pricing strategy [8][15] Membership Changes - Costco increased annual membership fees for Gold Star/Business and Executive cardholders from $60 to $65 and $120 to $130, respectively, marking the first fee increase in seven years [10] - The introduction of special early shopping hours for Executive members has caused dissatisfaction among Gold Star members, as they cannot access the stores during these times [11][12] - A $10 monthly credit on qualifying Instacart orders for Executive cardholders has been introduced, alongside a 2% cashback on purchases [13] Financial Impact - The new shopping hours for Executive members are estimated to have added about 1% to weekly U.S. sales, translating to nearly $3 billion in additional annual revenue [14][15] - Executive cardholders, while making up 47.8% of total memberships, accounted for 74.2% of net sales in the fiscal fourth quarter, highlighting their importance to Costco's financial performance [15]

Have you evaluated the performance of Costco's (COST) international operations during the quarter that concluded in August 2025? Considering the extensive worldwide presence of this warehouse club operator, analyzing the patterns in international revenues is crucial for understanding its financial resilience and potential for growth.In the modern, closely-knit global economic landscape, the capacity of a business to access foreign markets is often a key determinant of its financial well-being and growth pa ...

Sage Capital Advisors, LLC reduced its position in Costco Wholesale Corporation(COST -0.00%), selling 3,424 shares in Q3 2025. The estimated trade value was $3.28 million, based on quarterly average pricing for the period ended September 30, 2025, according to an SEC filing dated October 7, 2025.What happenedAccording to a filing with the Securities and Exchange Commission dated October 07, 2025, Sage Capital Advisors, LLC sold 3,424 shares of Costco in Q3 2025. The transaction was valued at an estimated $3 ...

Costco Wholesale (NasdaqGS:COST) 2025 Update Summary Industry Overview - The conference call pertains to the retail industry, specifically focusing on Costco Wholesale's sales performance for the month of September 2025. Key Financial Metrics - **Net Sales**: $26.58 billion, an increase of 8% from $24.62 billion in September 2024 [2] - **Comparable Sales**: - US: 5.1% - Canada: 6.3% - Other International: 8.5% - Total Company: 5.7% - Digitally Enabled: 26.1% [2][3] - **Traffic Growth**: Comparable traffic increased by 2.1% worldwide and 1.4% in the US [4] - **Average Transaction Value**: Increased by approximately 3.5%, with a 3.8% increase when excluding gas deflation and foreign exchange impacts [5] Sales Performance Insights - **Regional Highlights**: - Strongest comparable sales in the US were observed in the Northwest, Midwest, and Los Angeles [5] - Internationally, the best results were in Korea, Australia, China, and Taiwan, driven by holiday shifts [6] - **Merchandising Performance**: - Food and sundries: Positive mid-single digits - Fresh foods: Up mid to high single digits, with strong performance in meat and bakery [6] - Non-foods: Positive high single digits, with jewelry, majors, and health and beauty performing well [7] - Ancillary business sales: Up mid-single digits, with pharmacy, hearing aid, and optical as top performers [7] External Factors Impacting Sales - **Gas Price Deflation**: Remained relatively flat, negatively impacting total reported comparable sales by less than 10 basis points [4] - **Foreign Exchange Impact**: - Canada: Negative impact of approximately -2.5% - Other International: Positive impact of approximately +1% - Total Company: Negative impact of approximately -0.2% [4] Future Outlook - The next reporting period will cover four weeks from October 6 to November 2, 2025, compared to the same period in 2024 [8]

Costco Wholesale Corp. on Wednesday said it notched an 8% year-over-year sales gain through last month, continuing its streak of sales gains and easing Wall Street's concerns about future growth. ...

Shares of Costco (NASDAQ:COST) have finally entered correction territory, dipping by close to 14% from its all-time highs. ...

Costco has a new growing customer base: members under the age of 40.  CFO Gary Millerchip told investors during its earnings call at the end of September that the membership warehouse is gaining an influx of younger shoppers. Almost half of its new member sign-ups during the three-month period ending on Aug. 31 were under the age of 40, Millerchip said on the call. The company also reported a 92.3% renewal rate across North America. The rate is down slightly from the prior quarter due to more people joining ...

Costco isn't just another retailer -- it's built a member-first model that feels more like a subscription business than a warehouse club.Costco Wholesale (COST -0.10%) doesn't grab headlines the way tech giants do, yet it's quietly become one of the most talked-about companies in the market.The stock trades near all-time highs and sits at a premium valuation, which naturally raises eyebrows. However, beneath the surface, Costco continues to deliver the kind of steady growth and loyalty that investors prize. ...

Costco Wholesale Corporation (NASDAQ:COST) ranks among the top picks for a retirement portfolio. With a price target of $1,205, UBS maintained its Buy rating on Costco Wholesale Corporation (NASDAQ:COST) on September 26. The firm stated that market anxieties that preceded Costco’s fourth-quarter earnings announcement will likely migrate to new issues that arose after the results were released. UBS added that it is confident Costco Wholesale Corporation (NASDAQ:COST) will continue to have similar sales mo ...